+3,409.4%
RCL vs RY
+11,573.6%
-8,164.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.5% |
| 7D | -5.1% | +3.1% | -8.2% | -7.8% |
| 30D | -19.0% | -0.3% | -18.7% | -18.9% |
| 3M | -9.6% | +8.7% | -18.2% | -16.5% |
| 6M | -6.7% | +28.5% | -35.2% | -25.8% |
| YTD | -3.9% | +25.1% | -29.0% | -21.8% |
| 1Y | -25.1% | +46.3% | -71.4% | -47.1% |
| 3Y | +179.1% | +154.9% | +24.2% | +18.5% |
| 5Y | +243.3% | +140.3% | +103.0% | +57.5% |
| 10Y | +325.8% | +377.0% | -51.3% | +21.3% |
| All | +3,409.4% | +11,573.6% | -8,164.3% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling